EMERSON INVESTMENT MANAGEMENT LLC
CRD #104659 SEC #801-24250 BOSTON, MA (617)695-1516
SEC Registered
Total AUM
$700.9M
Discretionary
$675.2M
Employees
15
Clients
0
Accounts
911
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $700.9M | $675.2M | $25.7M | 15 | 400 |
| Mar 2015 | $727.5M | $700.6M | $26.9M | 18 | 400 |
| Jul 2014 | $678.4M | $657.5M | $20.9M | 18 | 400 |
| Mar 2014 | $678.4M | $657.5M | $20.9M | 18 | 400 |
| Jan 2014 | $607.4M | $607.4M | $0 | 18 | 400 |
| Mar 2013 | $607.4M | $607.4M | $0 | 18 | 400 |
| Sep 2012 | $548.9M | $548.9M | $0 | 11 | 400 |
| Mar 2012 | $548.9M | $548.9M | $0 | 11 | 400 |
| Mar 2011 | $516.4M | $516.4M | $0 | -- | -- |
| Oct 2010 | $500.5M | $500.5M | $0 | -- | -- |
| Aug 2010 | $445.2M | $445.2M | $0 | -- | -- |
| Mar 2008 | $648.1M | $648.1M | $0 | -- | -- |
| Jan 2008 | $650.4M | $650.4M | $0 | -- | -- |
| Mar 2007 | $650.4M | $650.4M | $0 | -- | -- |
| Feb 2007 | $633.8M | $633.8M | $0 | -- | -- |
| Dec 2006 | $633.8M | $633.8M | $0 | -- | -- |
| Mar 2006 | $633.8M | $633.8M | $0 | -- | -- |
| Jun 2004 | $537M | $537M | $0 | -- | -- |
| Jun 2004 | $537M | $537M | $0 | -- | -- |
| Mar 2004 | $537M | $537M | $0 | -- | -- |
| Dec 2003 | $459M | $459M | $0 | -- | -- |
| Mar 2002 | $508M | $508M | $0 | -- | -- |
| Oct 2001 | $458M | $458M | $0 | -- | -- |
DateMar 2016
Total AUM$700.9M
Discretionary$675.2M
Non-Disc.$25.7M
Employees15
Clients400
DateMar 2015
Total AUM$727.5M
Discretionary$700.6M
Non-Disc.$26.9M
Employees18
Clients400
DateJul 2014
Total AUM$678.4M
Discretionary$657.5M
Non-Disc.$20.9M
Employees18
Clients400
DateMar 2014
Total AUM$678.4M
Discretionary$657.5M
Non-Disc.$20.9M
Employees18
Clients400
DateJan 2014
Total AUM$607.4M
Discretionary$607.4M
Non-Disc.$0
Employees18
Clients400
DateMar 2013
Total AUM$607.4M
Discretionary$607.4M
Non-Disc.$0
Employees18
Clients400
DateSep 2012
Total AUM$548.9M
Discretionary$548.9M
Non-Disc.$0
Employees11
Clients400
DateMar 2012
Total AUM$548.9M
Discretionary$548.9M
Non-Disc.$0
Employees11
Clients400
DateMar 2011
Total AUM$516.4M
Discretionary$516.4M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$500.5M
Discretionary$500.5M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$445.2M
Discretionary$445.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$648.1M
Discretionary$648.1M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$650.4M
Discretionary$650.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$650.4M
Discretionary$650.4M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$633.8M
Discretionary$633.8M
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$633.8M
Discretionary$633.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$633.8M
Discretionary$633.8M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$537M
Discretionary$537M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$537M
Discretionary$537M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$537M
Discretionary$537M
Non-Disc.$0
Employees--
Clients--
DateDec 2003
Total AUM$459M
Discretionary$459M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$508M
Discretionary$508M
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$458M
Discretionary$458M
Non-Disc.$0
Employees--
Clients--